Kate Mulvany

Kate Mulvany is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management, LLC, based in New York City, where she leads client advisory relationships focused on comprehensive wealth management strategies for high-net-worth individuals, families, and institutions. Her responsibilities include guiding clients through complex estate and trust planning, multi-generational wealth transfer, and asset allocation, with a focus on traditional and alternative investment solutions across equities, fixed income, and private client services.

Kate’s career spans over three decades in financial services, including her roles as Managing Director at Evercore Wealth Management since 2009 and Senior Vice President at US Trust from 1993 to 2009. She has built significant expertise advising fiduciaries and working closely with clients in sectors such as private trusts, estates, family offices, and charitable foundations, combining investment acumen with deep fiduciary experience.

Kate holds a Bachelor of Business Administration in Finance from Le Moyne College and is an alumna of The Ursuline School. Her notable achievements include being named Partner at Evercore Wealth Management, a recognition of her leadership and sustained contributions to the firm and broader investment industry.